Example: User Welcome Email

This walkthrough creates a complete automation that sends a welcome email whenever a new user is created in your system.

What this builds

An automation that:

1. Triggers when a user record is created
2. Sends a personalized welcome email to the new user

note

Before you start, ensure your Users collection has at least these fields:

• email (Text) — User's email address
• firstName (Text) — User's first name

Step 1: Create the automation

1. Go to Automation in the top navigation.
2. Click + Add to create a new automation.
3. Rename it to "User Welcome Email".

Step 2: Set up the trigger

Click the trigger block and set the following fields:

Field	Value
Trigger Type	When record created
Execution Phase	After
Select Table	Users
Table Alias	user

Use the "After" execution phase to send the email after the user is successfully saved to the database.

Step 3: Add the email action

1. Click Add Condition, Record or Action.
2. Select Action.
3. Set the following email fields:

Field	Value
Action Type	Send Email
To	{{user.email}}
Subject	Welcome to our platform!
Body	See below

Email body:

Hi {{user.firstName}},

Welcome! Your account has been created successfully.

We're excited to have you on board. If you have any questions, just reply to this email.

Best regards,
The Team

Step 4: Activate and save

1. Click the Activated toggle to turn it on.
2. Click Save.

Testing

Create a new user record in your Users collection. The automation triggers and sends a welcome email to the user's email address.

Optional: Add a role check

To send different emails based on user role, add a condition:

Trigger: When user created (alias: user)
├─ If: user.role = "admin"
│   └─ Action: Send admin welcome email
└─ Else
    └─ Action: Send standard welcome email

Complete flow summary

Trigger: When record created
  Table: Users
  Alias: user
  
Action: Send Email
  To: {{user.email}}
  Subject: Welcome to our platform!
  Body: Hi {{user.firstName}}, ...

Related

• Triggers — Learn about other trigger options
• Conditions — Add conditional logic
• Webhook — Integrate with external services